Claude Fidelity

MCP server for Fidelity brokerage accounts via Playwright browser automation.

Warning — Fidelity has no public API. This automates the web interface, which may violate their Terms of Service.

Tools

Tool	Description
fidelity_login	Log in to Fidelity (supports TOTP and SMS 2FA)
fidelity_submit_2fa	Submit SMS 2FA code
fidelity_get_accounts	List all accounts with balances
fidelity_get_positions	Get all holdings across accounts
fidelity_transfer	Transfer cash between Fidelity accounts
fidelity_get_quote	Get current stock/ETF price
fidelity_place_order	Place a buy/sell order (dry_run default)
fidelity_batch_orders	Place multiple orders sequentially (dry_run default)
fidelity_status	Check browser session status
fidelity_logout	Close session and save cookies
fidelity_save_session	Save browser state to disk
fidelity_screenshot	Take a full-page screenshot
fidelity_page_content	Get page URL and interactive elements

Environment Variables

Variable	Required	Description
FIDELITY_USERNAME	Yes	Fidelity login username
FIDELITY_PASSWORD	Yes	Fidelity login password
FIDELITY_TOTP_SECRET	No	Base32 TOTP secret for automatic 2FA
FIDELITY_HEADLESS	No	Set to "false" to show browser (default: true)
FIDELITY_SESSION_DIR	No	Session persistence directory (default: ~/.fidelity-mcp)
FIDELITY_SESSION_TITLE	No	Session file identifier for multiple accounts
FIDELITY_DEBUG	No	Set to "true" for debug logging
FIDELITY_TIMEOUT	No	Default timeout in ms (default: 30000)

Auth Setup

Set FIDELITY_USERNAME and FIDELITY_PASSWORD. For automatic 2FA, get your TOTP secret from Fidelity Security Settings > Authenticator app > "Can't scan the code?" and set FIDELITY_TOTP_SECRET. Without TOTP, the server falls back to SMS 2FA (requires calling fidelity_submit_2fa).

Requires Playwright Firefox: npx playwright install firefox

Development

npm install
npx playwright install firefox
npm run build
npm start        # stdio mode